Juan embarks our firm with a background in the healthcare industry. Having closely worked with doctors, personal injury attorneys, and personal injury victims, Juan experienced how a disabling catastrophic event will affect an individual no matter their financial situation. Juan transitioned into the financial services industry to educate his clients on the importance of proper financial literacy. The impact he makes for his clients not only helps them, but also their future legacies.
During his free time, Juan enjoys spending quality time with family and friends. Juan is also a passionate car enthusiast and devotes his spare time working on classic cars.
To help people plan for both the expected and unexpected, so they have the opportunity to live a fulfilling life with financial confidence.
· Protection Planning
· Portfolio Allocation & Optimization
· Income Protection (DI)
· Tax Optimization
· Retirement Strategies
· Small Business Planning
· Succession Planning
· Key Employee Planning
· Employee Benefits
· Qualified Plans
University of Houston, B.S.
Corporate Entrepreneurship Certificate - C.T. Bauer College of Business
General Lines Life Accident & Health
Financial Representative, The Guardian Life Insurance Company of America, New York, NY
Sigma Alpha Epsilon Alumnus
Hobbies: car enthusiast, reading, travel, and hot yoga
Financial Representative of Guardian